Investment Consulting

Why CPA-Led Investment Consulting Makes a Difference

When it comes to managing wealth, investment decisions don’t exist in a vacuum. Every trade, contribution, or withdrawal can have a ripple effect on your tax liability, estate plan, and overall financial picture. That’s why working with a CPA-led firm like Veritas Wealth Management offers a clear advantage. Our investment consulting services integrate tax planning, estate strategy, and risk management from the ground up—providing you with a coordinated, holistic approach that traditional financial advisors often overlook.

As a Certified Public Accountant and registered investment advisor, I am legally and ethically bound to act in your best interest. My background in accounting and tax strategy allows me to offer nuanced, data-driven guidance that aligns every component of your financial life.

What We Offer Through Our Investment Consulting Services

1. Personalized Investment Strategy

No two investors are the same, and your investment plan should reflect that. At Veritas Wealth Management, we begin every relationship with a deep discovery process. We’ll assess your goals, risk tolerance, time horizon, and personal values to design a portfolio strategy tailored to your unique situation.

We use evidence-based investment principles grounded in long-term performance data, not market speculation or media hype. Our goal is to help you grow and protect your wealth while minimizing unnecessary risk and taxes.

2. Ongoing Portfolio Monitoring and Rebalancing

Markets fluctuate. Life changes. Your investment plan should evolve, too. We provide proactive portfolio oversight to ensure your asset allocation remains aligned with your objectives. As your investment consultant, I will continuously review your holdings and rebalance your portfolio as needed to maintain an optimal mix of risk and reward.

3. Tax-Efficient Investment Management

Tax considerations can make or break your investment returns. As a CPA, I bring tax-smart thinking to every investment decision. Whether it’s asset location strategies, tax-loss harvesting, or planning capital gains distributions, we help you retain more of what you earn by integrating tax efficiency into your portfolio structure.

4. Goal-Based Financial Planning

At Veritas, investment consulting goes hand-in-hand with comprehensive financial planning. Whether you’re saving for retirement, funding education, or planning a major life transition, we design investment strategies that serve your life goals—not the other way around.

5. Fiduciary-Standard Advice

As a registered investment advisor, I am bound by a fiduciary duty to put your interests first. Unlike commission-based advisors, our investment consulting services are fee-only. That means no hidden agendas, no product-pushing—just objective, transparent advice designed to help you succeed.

Who We Serve

We offer tailored investment consulting to:

• High-net-worth individuals and families
• Entrepreneurs and business owners
• Trusts and family foundations
• Not-for-profit organizations
• Retirement plan sponsors
• Executives with complex compensation structures

Whether you’re seeking a financial advisor for the first time or looking for a higher level of strategy and service, Veritas Wealth Management is here to help.

The Veritas Approach: Truth. Clarity. Peace of Mind.

“Veritas” means truth—and that principle is at the core of everything we do. Our investment consulting is rooted in transparency, integrity, and education. We don’t just manage your assets; we help you understand your options and make empowered decisions. We believe financial confidence comes from having a clear plan, objective advice, and a trusted partner by your side.

As a financial advisor who understands the importance of both numbers and narrative, I strive to simplify the complex so you can focus on living life on your terms. Whether I’m explaining investment concepts, crafting a tax strategy, or mapping out a multi-generational estate plan, my goal is to be your guide—bringing calm to chaos and clarity to complexity.

Why Clients Choose Veritas Wealth Management

• CPA-led insight into investment, tax, and estate planning
• Comprehensive financial consulting under one roof
• Fiduciary commitment to always act in your best interest
• Fee-only structure with no commissions or product sales
• Advanced financial modeling and scenario planning
• Clear communication and education every step of the way

If you’re searching for financial advisors near me who bring more than just investment expertise—who understand how your money fits into the broader picture of your life—look no further than Veritas Wealth Management.

Ready to Work with a Financial Advisor Who Sees the Whole Picture?

Choosing an investment consultant is one of the most important financial decisions you’ll ever make. At Veritas Wealth Management, we don’t take that responsibility lightly. Our commitment is to deliver tax-efficient, goals-based investment strategies that support your vision for the future—and to do it with transparency, empathy, and accountability.

Whether you need a fresh perspective on your current investments or a complete financial overhaul, let’s start a conversation. Let’s build a plan that’s designed around your goals, backed by experience, and anchored in the values that matter most to you.

Your future deserves more than guesswork. It deserves Veritas.

Contact Veritas Wealth Management Today.